Martech

JUNE 21, 2024

Your company just bought a shiny new CRM. Effective customer relationship management (CRM) is a cornerstone of marketing success. At the core of this is the CRM product owner — a pivotal role that orchestrates the intersection of technology, customer insights and strategy. But what makes a CRM product owner truly exceptional?

CRM 126

CRM Product Customer Relationship Management Relationship Management 126

Iannarino

JANUARY 27, 2023

There is nothing worse than having to mark an opportunity record in your CRM as "closed lost." The field in your CRM may have a drop-down menu, so you can easily document the reason you lost the deal. The second-worst prompt is "closed lost reason." It stings a little to acknowledge that another salesperson won the client's business.

Closing 291

Closing CRM Clients Sales 291

Veloxy

SEPTEMBER 22, 2022

These are: Automating Non-Selling Activity Lead Prioritization Mobile CRM Let’s walk through each of these in detail, and explain how you can enable them in only 24 hours. Typically tied to your CRM, non-selling activities include data entry, admin tasks, manually prioritizing leads, generating quotes, and more. 3: Mobile CRM.

CRM 262

CRM Quota Sales Pipeline 262

Veloxy

DECEMBER 6, 2022

This can be integrated seamlessly into your chosen CRM software. Maximize CRM ROI. Next, let’s explore how you can ensure that you achieve your full potential with your CRM. There are a few key steps that you can take to ensure that you are maximizing your CRM ROI and getting more, even on a more limited budget.

CRM 246

CRM Sales Represent Technology 246

Iannarino

JULY 16, 2021

One of the best things to track in your CRM is your competitor’s clients. If this idea is new to you, you may be surprised to find your competitor has tagged your company on your client’s record in their CRM. There are other reasons to track your competitors, but to explore another reason, we have to add another field in your CRM.

Price 319

Price Gaming CRM Clients 319

Veloxy

MARCH 22, 2021

Many companies around the world know and understand the importance of CRM. But with so many options out in the market, selecting the most ideal solution for you can be complicated. Fortunately, millions of businesses around the world can’t be all wrong by using the leading CRM in the world. Top 5 Benefits of Salesforce Adoption.

CRM 242

CRM Education Up-sell Service 242

Iannarino

SEPTEMBER 7, 2023

This belief began with the CRM and the promise of greater accountability and control, with neither being true. In the past few days, several people have shared content touting the idea that technology can improve sales results. A number of the cited statistics point to a particular application that provides better outcomes.

Technology 287

Technology Technology CRM Sales 287

Iannarino

JUNE 18, 2023

The only things you need are a CRM , a source of data, a meeting platform, and some effective digital assets. You don’t need more technology to improve your sales results. As sales stacks grow larger, win rates and quota attainment decline.

Quota 284

Quota CRM Technology Technology 284

Anthony Cole Training

NOVEMBER 22, 2024

Many companies monitor their pipeline opportunities with the use of a CRM in order to have information about the opportunities being created by the sales team. Companies want to know:

Process 224

Process Pipeline CRM Sales 224

Iannarino

OCTOBER 14, 2023

Even though you have a CRM that reports each member’s activity and outcomes, you are better off with each person directly reporting how they did in the last week. You cannot enforce accountability among your staff without reviewing the outcomes each member of your team self-reports.

Meeting 286

Meeting CRM Sales 286

Veloxy

NOVEMBER 22, 2022

Unfortunately, the same can’t be said for a CRM selection. There’s no other competing CRM for salespeople to use. “ Salesforce is the number one CRM in the world with over 150,000 sales org installments. Wouldn’t you think that the most popular CRM would be the most well received by its users? Use it or lose it. ”.

Non-Profits 264

Non-Profits CRM Contact Consult 264

Adaptive Business Services

DECEMBER 11, 2024

The vast majority of my Nimble CRM clients are solopreneurs. Nimble CRM has been built specifically for solopreneurs and small sales teams. Ive just scratched the surface of Nimble CRM. Are you thinking about a CRM? Lets start with this. I am a solopreneur. If you are a solopreneur, I speak your language. Thank you!

CRM 62

CRM Contact Relationship building Follow-up 62

Adaptive Business Services

DECEMBER 18, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Pipeline Contact Represent 71

Iannarino

DECEMBER 24, 2022

When a salesperson logs a new opportunity in your CRM, you don't know whether they will win or lose the deal. To reach your goals as a sales manager, you need your team to hit their targets. Hitting those targets requires them to create new opportunities with existing clients and win new logos.

CRM 284

CRM Sales Clients Conversion 284

Veloxy

JANUARY 18, 2023

Field sales apps typically combine features you would find in sales tools and CRM platforms, but you’ll also find functionalities that reflect the unique needs of outside sales representatives. CRM Capabilities Field sales tools often mimic the capabilities of CRM platforms.

Territory 246

Territory CRM Represent Lead generation 246

Veloxy

DECEMBER 14, 2022

Automate CRM Data Entry Prioritize Leads based on Data Analysis Capitalize on Buyer Signals & Insight Consolidate the Tech Stack Focus on Improving Sales Team Morale. Automate CRM Data Entry. hours of data entry and other CRM admin tasks waiting for you—every single day. Automate your CRM data entry today!

Quota 246

Quota Sell CRM Contact 246

Iannarino

FEBRUARY 28, 2023

Sales leaders and managers demand their teams capture their activity and opportunities in the CRM. This tool could probably be more strategic. ) The sales leader desires to see every new opportunity logged as soon as the sales rep returns to their office.

CRM 276

CRM Strategize Sales 276

Veloxy

JUNE 23, 2021

Track individual deals and progress through CRM . This includes mobile CRM access, cloud based storage, screen sharing capabilities, video conferencing among others. Track individual deals and progress through CRM and pipeline management tools. You might want to look at the number one CRM in the world – Salesforce.

Sell 317

Sell Education CRM Up-sell 317

Anthony Cole Training

OCTOBER 6, 2023

Sales organizations typically have plenty of sales data due to the growth and usage of CRM systems, critical to capturing the activities that are occurring with the sales team. But effective coaching with sales performance data often becomes the greater challenge with sales managers and leaders.

Sales 278

Sales CRM Growth 278

Veloxy

MAY 4, 2021

These metrics will allow you to set up automated sequences such as lead scores to your CRM based on email activity. You need to combine the methods with the right tools such as a CRM with advanced features. Often, we implement it as an addition to complementary marketing and sales products such as CRM. 4: Mailtrack.

CRM 279

CRM Technique Follow-up Sales 279

Tibor Shanto

AUGUST 5, 2021

When you think sales, most think CRM, and most are often disappointed in the popular offerings. This could explain why many hide their CRM behind an “engagement” tool or layer. I read a scary stat, the average CRM has between 100 – 300 unfollowed up on tasks. This again puts a focus on the tools you use and how. Track Or Act?

Objectives and Key Results 293

Objectives and Key Results Sales CRM Prospecting 293

Iannarino

NOVEMBER 7, 2023

These same leaders also insist every first meeting be logged in the CRM to ensure they have the coverage they believe is necessary to reach their goals. Sales leaders expect their sales force to carefully qualify prospective clients , as they don’t want them wasting time on non-opportunities.

Pipeline 255

Pipeline CRM Clients Meeting 255

Veloxy

SEPTEMBER 29, 2021

This is a conundrum for most sales managers, as sales productivity is one of the common selling points of the Salesforce CRM platform. Salesforce: A Brief Overview Salesforce is a premium CRM platform. What limits companies’ experience of Salesforce CRM? CRM programs sift through information. Why waste that value?

Territory 342

Territory Represent Sales Lead generation 342

Iannarino

JANUARY 23, 2023

Your CRM captures all kinds of information from activity to outcomes. As a sales manager, you need to report on the success of your sales team, and a weekly B2B sales report allows you to share information with your company and help the sales force learn about their own performance.

B2B 257

B2B CRM Sales 257

Iannarino

FEBRUARY 6, 2023

When sales managers want a high number of potential deals, sales teams comply, logging lots of opportunities in the CRM. One of the challenges with this approach to sales is that it doesn’t address the real issue: low sales effectiveness.

Pipeline 256

Pipeline B2B CRM Sales 256

ClickFunnels

AUGUST 17, 2021

That’s where customer relationship management (CRM) software comes in. Here are three popular CRM apps that you might want to consider: Streak. Streak is CRM software that was designed specifically for Gmail. Copper CRM. Copper CRM is a popular CRM app that was designed to look and feel like Google Workspace.

Prospecting 244

Prospecting Price CRM Pitch 244

Veloxy

AUGUST 6, 2021

For instance, instead of asking someone if they are happy with their current CRM, you could phrase it differently. Ask them what issues they might have with their CRM to allow for a more complete answer. For instance, you could be selling CRM software and the prospects points out that their past tools were a tad confusing.

Cold Call 328

Cold Call Pipeline Prospecting Follow-up 328

Veloxy

AUGUST 10, 2021

Although sellers hate entering data into a CRM, it’s essential if you want to prioritize and forecast. This is as opposed to drawing out data from CRM systems in the traditional way with human involvement. Since you’re here, I’d wager your sales team is already using a top range CRM such as Salesforce.

Process 328

Process Sales Technique Pipeline 328

Iannarino

JANUARY 18, 2023

The B2B leads that show up in your CRM courtesy of your B2B marketing function and their marketing strategy are not ready to buy. They match the ideal customer profile (ICP) and meet the criteria of your company's lead scoring, but that doesn’t mean they are true opportunities.

B2B 236

B2B CRM Meeting Customers 236

Iannarino

NOVEMBER 15, 2023

Over time, your CRM becomes a junk drawer of stalled and stuck deals, lies, exaggerations, half-truths, neglected prospective clients, and falsehoods. Even though you want coverage over your sales team’s quota and your sales goals, much of what you believe is coverage is not.

Pipeline 234

Pipeline Quota CRM Clients 234

Iannarino

JUNE 12, 2022

Even though you might record an "opportunity" in your CRM after a first meeting, the opportunity belongs to the client, as they are the one who experiences the better results they need.

CRM 242

CRM Meeting Clients Conversion 242

Iannarino

MAY 8, 2023

That contact may have been living in your CRM for a year or more, but the B2B sales process may have stalled. Sales leaders who worry about sales velocity and longer sales cycles should consider the contacts that no sales rep has ever touched.

Prospecting 234

Prospecting CRM Contact Sales 234

Tibor Shanto

NOVEMBER 23, 2021

Open up your CRM and watch the video below, and see that yes, fries do go with that year-end: [link]. Once you identify a pattern to that, it is just a question of salesmanship. So get that George Clinton going at about 7, and then watch the video. Ok, you got the groove? Join me this Friday for the Breakfast For Champions, live 8:00 AM ET.

CRM 278

CRM Clients Service Product 278

Veloxy

FEBRUARY 15, 2022

These tools include Salesforce or another CRM, a sales engagement platform, and sales intelligence resources. CRM, dialers, email marketing, sales intelligence, list databases, artificial intelligence, you name it, they probably have it. Our AI Sales Assistant software was built exclusively for the most powerful CRM, Salesforce.

Territory 244

Territory Inside sales Outside Sales Pharmaceutical 244

Iannarino

AUGUST 4, 2023

Your CRM can capture dozens of metrics. It can record each salesperson’s activities, document opportunities as they progress, and provide you with a dashboard to rival NASA on launch day.

B2B 214

B2B CRM Launch Sales 214